NPC
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National Planning Corporation’s Cross Timbers Royalty Trust CRT Stock Holding History

National Planning Corporation’s Portfolio CRT Stock Details CRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-586
Closed -$10.3K – 916
2014
Q4 		$10.3K Buy
+586
New +$14.6K ﹤0.01% 2031

Other funds holding CRT

CCM
CrestPoint Capital Management Four Seasons, Missouri $180M AUM 21.37% 1-Year Est. Return
LCM
Lucas Capital Management Red Bank, New Jersey $85.7M AUM 22.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FBC
Fairfield, Bush & Co Darien, Connecticut $203M AUM 38.37% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return
EIA
Edgemoor Investment Advisors Bethesda, Maryland $1.47B AUM 37.62% 1-Year Est. Return
CCS
Crosspoint Capital Strategies Orinda, California $50.4M AUM 15.37% 1-Year Est. Return

National Planning Corporation's CRT Position: Q1 2015 in Review

National Planning Corporation sold out of Cross Timbers Royalty Trust (CRT) in Q1 2015, closing a stake of 586 shares — an estimated $10.3K sold.

National Planning Corporation first reported a position in CRT in Q4 2014 and held it in 1 quarter. The position peaked at $10.3K in Q4 2014. 32 funds tracked by Wall St. Rank hold CRT as of Q1 2015.

  • National Planning Corporation reported no remaining Cross Timbers Royalty Trust position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 586 Cross Timbers Royalty Trust shares in Q1 2015, an estimated $10.3K.
  • National Planning Corporation first reported a position in Cross Timbers Royalty Trust in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Cross Timbers Royalty Trust position peaked at $10.3K in Q4 2014.
  • 32 funds tracked by Wall St. Rank held Cross Timbers Royalty Trust as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.